Projects
Work the matter together. Judicio organises the documents, research, timelines, and analysis from your File Library into projects your whole team can open — with the access controls a legal team needs. Invite colleagues by email, tag projects by practice area, and keep a searchable record of who ran what, on which files, and when.
Project · Acme litigation
At a glance
- What: Organise all work for a matter, transaction, or case in one place
- Contains: Documents, reviews, research, timelines, and translations
- Access: Role-based permissions — Owner, Editor, or Viewer
- Collaboration: Invite team members and track activity with a full audit trail
- Lifecycle: Create, collaborate, archive, and restore as needed
Key capabilities
| Capability | What it does |
|---|---|
| Shared team projects | Organise documents, research, timelines, and analysis into projects your whole team can open, tagged by practice area. |
| Owner, Editor, Viewer roles | Give each project Owner, Editor, or Viewer roles, inside organisations with admin and member roles. |
| Searchable activity trail | Who ran what, on which files, and when, with a status on every run. |
| Invite by email | Bring in colleagues or co-counsel with a personal note and a clear pending-invite state. |
| Project analytics | Usage by feature, by member, and over time. |
| Know when runs finish | A notification when a long run completes. |
How projects work
Projects serve as the top-level container for all your work in Judicio. When you upload a document, run a review, conduct research, or build a timeline, you do so within the context of a project.
Role-based access control
Every project member has a role that determines what they can do:
| Role | Permissions |
|---|---|
| Owner | Full control — manage members, edit project settings, run analyses, upload documents, delete the project |
| Editor | Run analyses, upload and manage documents, view all project content |
| Viewer | Read-only access — view documents, analyses, and project history, but cannot modify anything |
The project creator is automatically the Owner
When you create a project, you are assigned the Owner role. You can then invite others as Editors or Viewers.
Who benefits
- Law firm teams organising case files, discovery materials, research memos, and chronologies in one place.
- In-house legal tracking matters across multiple practice areas and business units.
- Co-counsel work sharing a matter with outside counsel under the right role.
- Matter handovers keeping a complete, searchable record so the next person can pick up where you left off.
What you will learn in this section
- Creating Projects — set up a new project and walk the workspace click by click.
- Managing Members — invite team members and assign roles.
- Project History — view the activity audit trail for any project.
- Archiving Projects — archive completed projects and restore them later.
- FAQ — answers to common questions about Projects.